Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2025) About Muirfield Wealth Advisors LLCInvestment ActivityMuirfield Wealth Advisors LLC has $125.63 million in total holdings as of June 30, 2025.Muirfield Wealth Advisors LLC owns shares of 70 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 9.27% of the portfolio was purchased this quarter.About 8.86% of the portfolio was sold this quarter.This quarter, Muirfield Wealth Advisors LLC has purchased 68 new stocks and bought additional shares in 35 stocks.Muirfield Wealth Advisors LLC sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $14,068,810Berkshire Hathaway $7,160,250Vanguard Short-Term Treasury ETF $7,032,002Vanguard Growth ETF $6,785,896Vanguard Dividend Appreciation ETF $6,299,104 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $5,386,359 Holding69374H360 - Pacer US Large Cap Cash Cows Growth Leaders ETF $760,465 Holding464285204 - iShares Gold Trust $553,445 Holding47103U886 - Janus Henderson Short Duration Income ETF $296,335 Holding09857L108 - Booking $234,153 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 56,243 shares (about $5.39M)Vanguard Growth ETF 2,860 shares (about $1.25M)Pacer US Large Cap Cash Cows Growth Leaders ETF 21,659 shares (about $760.47K)iShares Gold Trust 8,875 shares (about $553.45K)iShares Core S&P Small-Cap ETF 4,183 shares (about $457.16K) Largest Sales this Quarter Schwab US Large-Cap ETF 152,510 shares (about $3.73M)Vanguard Short-Term Treasury ETF 43,972 shares (about $2.58M)WisdomTree U.S. Quality Dividend Growth Fund 3,728 shares (about $312.18K)Schwab US Broad Market ETF 9,677 shares (about $230.60K)iShares Expanded Tech-Software Sector ETF 1,025 shares (about $112.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMuirfield Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$14,068,810$6,543 ▲0.0%77,41211.2%ETFBRK.BBerkshire Hathaway$7,160,250$29,632 ▲0.4%14,7405.7%FinanceVGSHVanguard Short-Term Treasury ETF$7,032,002$2,584,686 ▼-26.9%119,6325.6%ETFVUGVanguard Growth ETF$6,785,896$1,253,806 ▲22.7%15,4795.4%ETFVIGVanguard Dividend Appreciation ETF$6,299,104$80,230 ▼-1.3%30,7775.0%ETFIJRiShares Core S&P Small-Cap ETF$5,965,998$457,157 ▲8.3%54,5894.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$5,386,359$5,386,359 ▲New Holding56,2434.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,262,533$75,106 ▲1.4%84,8524.2%ETFSCHXSchwab US Large-Cap ETF$4,588,547$3,727,353 ▼-44.8%187,7473.7%ETFNVDANVIDIA$4,578,373$316 ▲0.0%28,9793.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,699,729$38,299 ▼-1.0%39,4132.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,216,297$74,798 ▲2.4%31,9922.6%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$3,057,675$133,571 ▲4.6%51,5982.4%ManufacturingBRK.ABerkshire Hathaway$2,915,2000.0%42.3%FinanceAAPLApple$2,901,785$17,645 ▲0.6%14,1432.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,612,193$423,683 ▲19.4%98,5732.1%ETFMSFTMicrosoft$2,226,263$15,419 ▲0.7%4,4761.8%Computer and TechnologyRYRoyal Bank Of Canada$2,226,025$15,786 ▲0.7%16,9221.8%FinanceVTIVanguard Total Stock Market ETF$2,139,798$410,331 ▲23.7%7,0401.7%ETFMETAMeta Platforms$1,858,719$7,382 ▲0.4%2,5181.5%Computer and TechnologyAXPAmerican Express$1,520,171$4,465 ▲0.3%4,7661.2%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,488,178$249,262 ▲20.1%25,7561.2%ETFVBVanguard Small-Cap ETF$1,450,114$41,946 ▼-2.8%6,1191.2%ETFGOOGLAlphabet$1,426,044$6,168 ▲0.4%8,0921.1%Computer and TechnologyFCNCAFirst Citizens BancShares$1,387,601$1,957 ▲0.1%7091.1%FinanceAMZNAmazon.com$1,188,655$5,924 ▼-0.5%5,4180.9%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,072,039$312,183 ▼-22.6%12,8020.9%ManufacturingRJFRaymond James Financial$1,034,545$3,681 ▲0.4%6,7450.8%FinanceIVViShares Core S&P 500 ETF$909,941$59,587 ▼-6.1%1,4660.7%ETFVOVanguard Mid-Cap ETF$895,700$560 ▲0.1%3,2010.7%ETFBACBank of America$863,258$13,060 ▲1.5%18,2430.7%FinanceBLACKROCK ETF TRUST$846,542$85,576 ▲11.2%31,0320.7%ISHARES INTL DIVIWFiShares Russell 1000 Growth ETF$841,246$849 ▲0.1%1,9810.7%ETFVIGIVanguard International Dividend Appreciation ETF$826,398$365,976 ▲79.5%9,1700.7%ETFAUSFGlobal X Adaptive U.S. Factor ETF$766,694$42,688 ▼-5.3%17,1520.6%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$760,465$760,465 ▲New Holding21,6590.6%ETFSCHBSchwab US Broad Market ETF$742,484$230,599 ▼-23.7%31,1580.6%ETFITAiShares U.S. Aerospace & Defense ETF$680,970$99,599 ▼-12.8%3,6100.5%ETFIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$680,937$84,229 ▼-11.0%4,0260.5%ETFTSLATesla$672,4860.0%2,1170.5%Auto/Tires/TrucksIGViShares Expanded Tech-Software Sector ETF$648,021$112,238 ▼-14.8%5,9180.5%ETFIYCiShares U.S. Consumer Discretionary ETF$628,396$86,881 ▼-12.1%6,3070.5%ETFIYJiShares U.S. Industrials ETF$622,412$67,876 ▼-9.8%4,3740.5%ETFIAKiShares U.S. Insurance ETF$588,440$53,116 ▼-8.3%4,3760.5%ETFJAAAJanus Henderson AAA CLO ETF$560,188$37,353 ▲7.1%11,0380.4%ETFIAUiShares Gold Trust$553,445$553,445 ▲New Holding8,8750.4%FinanceVHTVanguard Health Care ETF$522,829$35,269 ▼-6.3%2,1050.4%ETFVVisa$519,669$28,752 ▲5.9%1,4640.4%Business ServicesDIVOAmplify CWP Enhanced Dividend Income ETF$516,714$10,935 ▼-2.1%12,1440.4%ETFTTTrane Technologies$474,399$1,312 ▲0.3%1,0850.4%ConstructionJPMJPMorgan Chase & Co.$459,695$22,898 ▲5.2%1,5860.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$420,721$7,950 ▼-1.9%5,2920.3%ETFDUKDuke Energy$397,009$4,839 ▲1.2%3,3640.3%UtilitiesCRMSalesforce$396,239$6,545 ▼-1.6%1,4530.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$367,886$91,508 ▼-19.9%5950.3%FinanceTAT&T$365,209$3,646 ▲1.0%12,6200.3%Computer and TechnologyQCOMQUALCOMM$337,728$159 ▼0.0%2,1210.3%Computer and TechnologyADBEAdobe$313,373$27,468 ▼-8.1%8100.2%Computer and TechnologyMRKMerck & Co., Inc.$296,549$2,850 ▲1.0%3,7460.2%MedicalVNLAJanus Henderson Short Duration Income ETF$296,335$296,335 ▲New Holding6,0230.2%ETFPGProcter & Gamble$270,8440.0%1,7000.2%Consumer StaplesUNPUnion Pacific$256,232$230 ▲0.1%1,1140.2%TransportationVZVerizon Communications$253,728$3,851 ▲1.5%5,8640.2%Computer and TechnologyTFCTruist Financial$240,862$3,138 ▲1.3%5,6030.2%FinanceBKNGBooking$234,153$234,153 ▲New Holding400.2%Retail/WholesaleCWCurtiss-Wright$226,395$226,395 ▲New Holding4630.2%AerospaceJPSTJPMorgan Ultra-Short Income ETF$219,253$14,495 ▲7.1%4,3260.2%ETFSCHWCharles Schwab$206,778$206,778 ▲New Holding2,2660.2%FinanceSOSouthern$202,388$10,652 ▼-5.0%2,2040.2%UtilitiesPMPhilip Morris International$200,991$200,991 ▲New Holding1,1040.2%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$0$1,891,548 ▼-100.0%00.0%FinanceIATiShares U.S. Regional Banks ETF$0$337,597 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$312,864 ▼-100.0%00.0%MedicalIYFiShares U.S. Financials ETF$0$295,061 ▼-100.0%00.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$0$238,742 ▼-100.0%00.0%ETFFIFiserv$0$236,509 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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